Keywords: Financial tax prep kissimmee fl

Tax Prep Kissimmee - Kissimmee (FL)

Address: 🏡 809 E Oak St STE 103, Kissimmee, FL 34744, USA
Phone : +1 (407) 449-4930
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Weekly Open time:

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJEw3k6sKF3YgRcq_ngqq2JAQ
#Florida

The Holland Group Retirement Wealth Advisors - Clearwater

Michael Fernandez Dont look any where eles the Holland Group is the BEST!!! The owner her self took the time to call me and set me and wife up with the best person to handle our goals. Roy contacted me and was very professional and freindly and transparent. He know what he is doing and took a lot of his time to listen to my needs and wants and really understood how he could help us reach our goals. He knows his stuff and put together a great portfolio that with Gods will... we will surpass our goals. Everyone at the Holland Goup and Especially Roy made us feel comfortable and confident in trusting them. Super nice, super professional and super compassionate. I feel like a made a friend not just parterned with a financail adviser. JUST TO BE CLEAR!!! I did try to contact a different company before coming to the Holland Group, so I was a little scepitical. I made the mistake of contacted another company fist and after meeting with a representative of that conmpany in person... I was going to move forward but had some questions. So, we set up a second meeting, the Guy from this company called to cancel the day of the meeting. So, we recheduled a zoom meeting, on the day of the zoom meeting.... I still didnt recieve the link so I called and he appologized and rescheduled the zoom but missed that one too. So, I called him and left a message and said that... I did not want to do business him and calle the Holland Group. The Holland Group is the best decision for your financial future. We are at the begining of our journey with the holland group and will leave a follow up review in a year from now.
5 /5

Eppes Wealth Management LLC - Satellite Beach

Trevor Wilson Mr. Eppes is absolutely fantastic to work with! He always takes the time to make sure he is understanding what your goals are and will explain how you can get there through different avenues. His website is one of the best for consolidating all of your information in one place, and it has tools for you to hypothetically plan out different scenarios. 11/10 would recommend!
5 /5

Rosenberg Alvis Ambrose Wealth Management - Tallahassee

Sam Nunnally These guys are fantastic. I work directly with Philip but I also know Marc and Elliott as well. They have all been involved in our retirement planning. As someone in the financial world, here’s what I like about this group: they are extremely flexible with the goals you set, have a wide range of products to maximize returns, and they do significant research on an offered product before they send it to their client base. A perfect balance of easy-going and razor sharp.
5 /5

Florida Law Advisers, P.A. - Dade City

Alicia Gutierrez I would like to recommend Mr. Bernett and his assistant Shelly for a superb job and providing great customer service.
5 /5

Equitable Advisors LLC - Fort Myers

Carter Jacobs I have an advisor who works here and was transferred from the Boca office. He is incredible and has great attention to detail and asks all the appropriate questions to helping you sustain your wealth and retire more than comfortably. Incredible at planning meetings, following up, providing valuable information, and keeping you in touch with your finances and how they are progressing. I recommend utilizing this office as their team will help you create generational wealth.
5 /5

Safeguard Financial Services - Tampa

Alex DeMarco Neil is awesome and extremely helpful! He helped me understand all the steps necessary to plan for a stable future. I will be referring him to my family and friends as well!
5 /5